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Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,492 | $171,867-92.1% | $149,716-91.0% | $147,585-90.9% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 30.45% | 2113.36%-2082.9pp | 1501.67%-1471.2pp | 578.58%-548.1pp |
| Employer contribution / active EE | $514 | $6,275-91.8% | $5,444-90.6% | $4,876-89.5% |
| Participant deferral / active EE | $6,981 | $7,270-4.0% | $6,568+6.3% | $5,439+28.4% |
| Admin fee / account holder | $45 | $13,799-99.7% | $11,282-99.6% | $10,886-99.6% |